by Justin Maxwell | Aug 25, 2025 | Tax
If you’re running a $1–10M business and aiming for an eight- or nine-figure exit, chances are you’ve been frustrated with your accountant. Not because they’re lazy or incompetent, but because your accountant expectations are off. You’re asking one person to do... by Justin Maxwell | Jul 21, 2025 | Tax, Business Success
Big Beautiful BillThe Game-Changer: Bonus Depreciation Is Now PermanentWhat That Means:Cost Segregation: Real Estate Owners Win BigRoth IRA Rollovers: Tax-Free Retirement for the InformedSALT Deduction Relief: Up to $40K Now DeductibleR&D Credits Restored and... by Justin Maxwell | May 22, 2025 | Business Success, Tax
Stop Overpaying Capital Gains TaxA Real Couple. A Real Sale. A $558,000 Fork in the Road.The Bigger Win? Control. Not Just a Lower Tax Bill.1. Qualified Opportunity Zone Fund2. Drilling FundThis Isn’t About Luck. It’s About Alignment.Why This Should Worry You (Even If... by Justin Maxwell | May 16, 2025 | Generational, General Financial, Tax
The Hidden Cost of “IRS-Approved” (like Cash Balance Plans)Tax Strategies for Business Owners I’m going to upset some people with this article—and that’s fine by me. Because if you’re a business owner making $300K, $700K, or $1M+ per year, you deserve the truth about... by Justin Maxwell | Mar 31, 2025 | Tax
The Case for Strategic Tax Planning If you’ve spent any time scrolling through financial Twitter or LinkedIn, you’ve probably seen them: the tax “strategy posts.” “Save thousands with a Donor Advised Fund…”“Unlock massive write-offs with cost segregation…”“Use a... by Justin Maxwell | Feb 5, 2025 | Tax
Introduction: The Accountant Dilemma (is your accountant costing you money) Most business owners assume their accountant is doing everything possible to save them money on taxes. After all, they:✅ File everything on time.✅ Keep them compliant.✅ Have never gotten them...
